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Adam Colin Desimone

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
55 advisors
Number of Clients
1,961 clients
Average Client Portfolio
$539K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$10
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Location

55 Madison Ave, 4th Floor, Suite 33, Morristown, NJ, 07960

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam is a board member for the Great Meadows Regional School District, dedicating minimal time to meetings and policy votes. He also sells and services Medicare plans, spending a few hours per week outside of trading hours.

Employment History
Current Registrations
Pinnacle Investments, LLCBroker
April 2022 - Present · 3 yrs 10 mos
Pinnacle Investments, LLC
April 2022 - Present · 3 yrs 10 mos
Pinnacle Investments, LLC
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
VALIC Financial Advisors, INC.
February 2019 - April 2022 · 3 yrs 2 mos
VALIC Financial Advisors, INC.Broker
February 2019 - April 2022 · 3 yrs 2 mos
Allstate Financial Services, LLCBroker
June 2017 - December 2017 · 6 mos
Terranova Capital Equities, INCBroker
October 2015 - November 2016 · 1 yr 1 mo
Ceros Financial Services, INC.Broker
January 2014 - November 2015 · 1 yr 10 mos
Investment Planners, INC.Broker
November 2011 - January 2014 · 2 yrs 2 mos
Ipi Wealth Management, INC.
November 2011 - February 2013 · 1 yr 3 mos
Blackrock Investments, LLCBroker
June 2011 - November 2011 · 5 mos
Blackrock Financial Management, INC
June 2011 - November 2011 · 5 mos
Hennion & Walsh Asset Management, INC.
January 2010 - June 2011 · 1 yr 5 mos
Hennion & Walsh, INC.Broker
December 2009 - June 2011 · 1 yr 6 mos
Bear, Stearns Securities CORP.Broker
February 2008 - May 2008 · 3 mos
Bear, Stearns & CO. INC.
January 2008 - May 2008 · 4 mos
Bear, Stearns & CO. INC.Broker
May 2007 - May 2008 · 1 yr
Maxim Group LLCBroker
January 2006 - July 2006 · 6 mos
State Registrations5 states
FLNJNYPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.